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Dear Reader,
A dark day is coming to America – and the richest billionaires in the country are already preparing...
Silicon Valley billionaires are hoarding guns, gold, and even military grade gas masks.
While others are fleeing the country altogether.
What do they know that you don't?
As a tech insider who's spent more than $17m on AI since 2022, my answer is simple:
Worse, you're running out of time to prepare.
That's why I'm stepping forward with an urgent message for you today:
It's crucial you move your money before August 31st, ahead of the dangerous next phase of the AI market, which is going to have consequences for millions.
As you'll see, there's one urgent move I believe you need to make with your money immediately.
It's easy to do.
But it could help you more than 10X your money, without ever gambling on big name AI stocks like Nvidia or SpaceX.
Here's exactly where to move your money.
Best,
Keith Kaplan
CEO, TradeSmith
P.S. You are being lied to. And as an AI insider, I've decided I can no longer stay quiet.
Please – do NOT buy Nvdia, SpaceX, or Microsoft. I can show you where the next AI wealth could be made... but you need to be fast.
Everything you need to know is here.
3 Dividend Champion Utilities for a Market That Can't Sit Still
Authored by Dan Schmidt. Publication Date: 8/10/2026.
Key Points
- Amid market volatility and a new S&P 500 high, three utility stocks passed a screen for yield, payout ratio, and dividend growth consistency.
- Consolidated Edison offers the steadiest, lowest-volatility dividend with a 52-year increase streak, though its growth and share gains remain limited.
- New Jersey Resources and MGE Energy provide stronger dividend growth and capital appreciation potential, backed by solid earnings and low payout ratios.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
The S&P 500 finally reached a new all-time high on Aug. 4, marking its first new record in more than two months. But as the index was setting its record, the volatility index (VIX) also spiked 4%, indicating a flurry of options activity beneath the market’s surface.
Inflation remains elevated, the war in Iran is grinding on, and tech valuations are in nosebleed territory. So what’s a risk-averse investor to do? Turn to the utility sector, with its low-beta, dividend-paying stocks. In this exercise, we’re looking for the cream of the crop, so each company must pass a three-part screen:
-
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Click here to learn this company's name for free todayMinimum 2% yield
Maximum 60% dividend payout ratio (below the industry average)
Minimum 25 years of consecutive annual payout increases
This screen identifies dividends that have typically outpaced inflation, have room for future increases, and have continued growing through calamities such as the 2001 dot-com meltdown and the 2008 financial crisis. Here are the three utility stocks that passed the test.
Consolidated Edison: The Anchor of a Dividend Portfolio
One of the main energy suppliers to New York City, Consolidated Edison Inc. (NYSE: ED) is the largest utility on our list, with a market cap just under $40 billion and about $17 billion in annual sales. Being a New York utility company means sacrificing some growth, and ED shares are often considered a “bond-like” instrument—for good reason.
The stock has an incredibly low beta of 0.27, meaning a 10% drop in the S&P 500 would correspond to only an approximately 2.7% drop in ED shares. Likewise, you won’t capture much market upside as an ED investor, but you will receive one of the steadiest dividends in the industry.
Consolidated Edison declared its 52nd consecutive dividend payout increase in January, raising the quarterly payout 4.4% to 89 cents ($0.8875, to be precise). No utility in the S&P 500 can match that track record, and the payout has survived a generation of financial and economic catastrophes. The DPR sits just below our cutoff at 59.76%, but it is projected to decline to 55.21% in 2027, driven by expected earnings growth of 5.58%. This is a good sign for a utility: A rising payout alongside a declining DPR shows the streak isn’t being defended at the expense of the balance sheet.
However, the sacrifice for stability is growth. The dividend currently yields a healthy 3.27% but has grown only 2.13% annually, on average, over the last five years. New York utility rates are highly predictable, and that predictability comes at the cost of revenue expansion (and stock gains). An investment in ED will provide steady income ahead of inflation, but shares have gained only 3% in the last 12 months, so there’s not much capital appreciation to rely on.
New Jersey Resources: Lofty Yield Protected by Manageable Payout Ratio
If you want capital appreciation and income, New Jersey Resources Corp. (NYSE: NJR) offers a bit more upside—and a bit more earnings volatility—than a plain-vanilla utility.
The stock has gained about 20% year-to-date (YTD) but carries a 0.50 beta, meaning it’s 50% less volatile than the S&P 500 as a whole.
So far, the gain has been supported by earnings. NJR reported its Q3 2026 results on Aug. 3 and beat top- and bottom-line estimates, with 16.8% year-over-year (YOY) revenue growth.
Full-year earnings-per-share (EPS) guidance was narrowed but raised at the midpoint because of the outsized impact of the Energy Services division, which trades gas wholesale and accounts for 21% to 23% of earnings.
Wholesale gas trading is a noisier business than rate-controlled energy provision, which means NJR’s earnings are subject to greater quarter-to-quarter volatility than those of a typical utility, especially in the current geopolitical environment.
The good news is that the dividend remains safe and generous. The yield is currently 3.45%, with a DPR of 52.49%. The growth record is strong as well: 7.4% annualized over the last five years, with a 29-year streak of dividend payout increases. NJR’s payout bumps typically come in September, when the fiscal year ends, so the next increase should be announced in a few weeks.
MGE Energy: High Volatility and Headroom
Moving out of the energy-hungry Northeast leads us to MGE Energy Inc. (NASDAQ: MGEE), a Madison-based utility serving central and southern Wisconsin. Despite only a 3% YTD gain, MGEE has the highest beta on our list at 0.71, meaning it’s only 29% less volatile than the S&P 500. It also has the lowest yield at 2.33%, but that yield has been accelerating rapidly over the last two years, and the payout ratio shows there’s plenty of room for further increases.
The company boasts a DPR of 46.68%, the lowest on our screen and well below the industry average.
Dividend growth has been steady at 4.99% annualized over the last five years, and another payout boost this year will bring the company’s streak to 50 consecutive years.
That payout increase should come later this month, and recent earnings hint at a substantial move.
MGE Energy reported Q3 2026 results on Aug. 5 and smashed EPS expectations despite a slight revenue miss.
Earnings are expected to grow 8% over the next 12 months, so the company could boost its dividend payout by a high-single-digit percentage while keeping the DPR below 55%.
3 Drone Stocks That Should Soar After the Summer Slump
Authored by Chris Markoch. Publication Date: 8/4/2026.
Key Points
- Drone stocks have pulled back sharply from early 2026 highs on valuation concerns even as companies like AeroVironment, Kratos, and Red Cat post strong operating results.
- The Pentagon's $1.5 trillion budget request dedicates roughly $75 billion to autonomous drone platforms, munitions, and counter-drone technology, signaling major growth for the sector.
- Analysts maintain consensus price targets implying substantial upside for AeroVironment, Kratos, and Red Cat, citing revenue growth, backlog strength, and defense program exposure.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Investors have faded drone stocks in 2026, but many companies in the sector continue to deliver strong results. So why the disconnect with stock prices? In a word, valuation. The drone industry has a long runway for growth, and stock prices have gotten well ahead of that story.
Each of the stocks presented here shares a common theme: Each has climbed over the last five years, yet all are down sharply from their all-time highs set in early 2026. That doesn’t mean investors have lost faith in these companies. It simply means investors have taken profits on stocks with a bright future but an overvalued present.
The Pentagon Has Plans to Dramatically Increase Spending on Drone Technology
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Click here to learn this company's name for free todayOne of the drone industry’s largest customers is the U.S. military. Unmanned, autonomous vehicles will play a key role in the future of warfare. That commitment is outlined in the Pentagon's $1.5 trillion budget request from April 2026.
That request earmarks $53.6 billion for autonomous drone platforms and contested logistics. Another $21 billion is reserved for munitions, counter-drone technologies and advanced systems such as the Collaborative Combat Aircraft and MQ-25. That means approximately $75 billion out of the $1.5 trillion budget is dedicated to this sector. It would represent the largest investment in drone warfare and counter-drone technology in U.S. history.
To put that number in perspective, the three stocks in this article delivered combined trailing 12-month (TTM) revenue of approximately $3.4 billion. It’s true that these aren’t the only names in this space, but the comparison does show investors the size of the opportunity.
AeroVironment: A Pure-Play Bet With Room to Recover
AeroVironment (NASDAQ: AVAV) is probably one of the best pure-play names in the drone sector. AVAV is up more than 50% over the last five years, but it’s down 40% over the last 12 months.
The concern isn’t revenue growth. It’s more about how much the company will have to invest to fulfill that growth. Adjusted earnings per share (EPS) for the company’s fiscal year 2027 (FY2027) are projected at between $3.02 and $3.34. At the high end of that range, EPS would be roughly flat year-over-year (YOY).
In addition to the falling stock price, analysts’ price targets have also declined since the company’s fourth-quarter earnings report for FY2026.
However, this seems to be a case of investors setting a lower ceiling, and the consensus price target of $266.68 still implies an impressive 71% upside.
Kratos: A Direct Line Into the Pentagon's Drone Buildout
Like AeroVironment, Kratos Defense & Security Solutions (NASDAQ: KTOS) has seen its price targets lowered by analysts since the company’s Q1 2026 earnings report. However, also like AVAV, analysts are still forecasting significant upside. In this case, analysts give KTOS a consensus price target of $101.29, which is more than 100% higher than the stock’s price as of this writing.
Kratos delivered Q1 2026 revenue of $371 million, up 22.6% year-over-year, alongside a record $2 billion backlog and an opportunity pipeline exceeding $14 billion. Much of that momentum ties directly to the Pentagon's spending priorities outlined above.
Kratos is viewed as a key beneficiary of the Pentagon's $1.1 billion Drone Dominance Program, thanks to its AI-enabled XQ-58A Valkyrie drone and existing defense backlog. The company also successfully completed flight testing of its Firejet target drone, powered by a domestically produced J85 engine. That reinforces its vertically integrated drone-and-propulsion strategy while reducing supply-chain risk.
Kratos reports Q2 2026 earnings on Aug. 4, with analysts expecting EPS of 13 cents, up 18.18% YOY, and revenue of $411.7 million, up 17.1% YOY. The company has beaten earnings estimates in each of the last four quarters. Investors should note that KTOS trades at a steep premium, so execution on this backlog matters more than headline growth alone.
Red Cat: Small-Cap Exposure to Outsized Revenue Growth
Red Cat Holdings (NASDAQ: RCAT) is the small-cap name among these three stocks, with a market cap of approximately $990 million as of this writing. It’s also the only name on this list that isn’t delivering positive EPS.
But that’s where the asymmetric opportunity may lie.
The U.S.-based provider of advanced, all-domain drone and robotic solutions for defense and national security is starting to take off.
In Q1 2026, Red Cat delivered YOY revenue growth of 849%, with gross margin increasing 199% from the prior quarter. That means the company should have sufficient revenue to prevent the shareholder dilution that has weighed on earnings.
That could shift RCAT’s risk-reward profile in investors’ favor. Analysts have a consensus price target for RCAT of $21.40, which would represent a gain of more than 160% from its price as of this writing.
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